Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.37% |
| $1.0M - $1.5M | 1.22% |
| $1.5M - $2.0M | 1.12% |
| $2.0M - $3.0M | 1.07% |
| $3.0M - $4.0M | 0.97% |
| $4.0M - $5.0M | 0.89% |
| $5.0M - $10.0M | 0.81% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.62% |
Fee Estimator
For portfolio management, you'll pay an annual fee based on your portfolio size (see rates in table). Financial planning and consulting are also offered as stand-alone services. Financial consulting is billed hourly, ranging from $150 to $450 per hour. Financial plan creation ranges from $2,400 to $25,000, depending on complexity. Ongoing review and monitoring of a financial plan ranges from $150 to $5,000 per year. A technology service fee of $50 per year, per custodial account, is also assessed.
Areas of Practice
Advisor Information
Office location
920 Memorial City Way, Suite 150, Houston, TX, 77024
Get directionsRegulatory History (2)
Civil
March 2023Criminal
June 1999Other Business ActivitiesSells Insurance
Troy is the President of Oak Harvest Financial Group, LLC, a holding company, since 2010, taking about 10-20% of his time. Since 2012, he is also the President & Agent of Oak Harvest Insurance Services, LLC, an insurance agency, offering insurance products, also taking about 10-20% of his time.